Institutional Ownership Carlisle Companies Inc (CSL)
This table provides information about the institutional ownership of Carlisle Companies Inc (CSL). We have compiled data on the 824 institutions that hold shares in the stock, with a total of 44.3 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
897
shares
|
$274,966
0.0% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
893
shares
|
$273,740
0.0% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
891
shares
|
$273,127
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
886
shares
|
$271,594
0.0% of portfolio
|
Q3 2025
Added 13.74%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
886
shares
|
$271,594
0.0% of portfolio
|
Q3 2025
Reduced 13.05%
|
|
|
Wendell David Associates Inc
|
Oct 30, 2025 Q3 2025 |
881
shares
|
$270,061
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
867
shares
|
$265,770
0.01% of portfolio
|
Q3 2025
Reduced 15.33%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
845
shares
|
$259,026
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mqs Management LLC
|
Nov 06, 2025 Q3 2025 |
839
shares
|
$257,187
0.16% of portfolio
|
Q3 2025
Reduced 41.12%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
834
shares
|
$255,654
0.01% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
831
shares
|
$254,734
0.13% of portfolio
|
Q2 2022
Reduced 6.42%
|
|
|
Allied Investment Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
820
shares
|
$251,362
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Oct 31, 2025 Q3 2025 |
800
shares
|
$245,232
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
800
shares
|
$245,232
0.02% of portfolio
|
Q3 2025
Reduced 11.89%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
800
shares
|
$245,232
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Nov 04, 2025 Q3 2025 |
799
shares
|
$244,925
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
796
shares
|
$244,005
0.02% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
795
shares
|
$243,699
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
793
shares
|
$243,086
0.02% of portfolio
|
Q2 2025
Reduced 32.51%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
790
shares
|
$242,166
0.01% of portfolio
|
Q3 2025
Reduced 22.55%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
787
shares
|
$241,246
0.03% of portfolio
|
Q1 2025
Reduced 12.46%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
775
shares
|
$237,568
0.06% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
773
shares
|
$236,955
0.1% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
768
shares
|
$235,422
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gateway Investment Advisers LLC
|
Oct 21, 2025 Q3 2025 |
768
shares
|
$235,422
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|